DataSelf Analytics for Acumatica with Power BI
The following is a summary of the available BI, report, and dashboard templates. Please contact DataSelf to discuss how these templates and information could apply to your business and needs.
Data Warehouse Templates
The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables that are popular for reporting and data analysis. It’s easy to customize your data warehouse solution. Adjustments and customizations can help to tailor the solution to your needs and maximize the templates' value.
Click here to learn more: data warehouse templates for Acumatica.
Power BI Templates
These templates include Power BI Semantic Models (data sources) and workbooks. They work in conjunction with the data warehouse templates.
Click here to download a list of the Power BI templates.
Template - Code | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | 20+ | 500+ | 5,000+ |
AP Aging Today * - AP | ✅ | ✅ | ✅ |
AR Aging Today * - AR | ✅ | ✅ | ✅ |
Cash Flow Projection * (WIP) - CF | ✅ | ✅ | |
GL Financials * - GF | ✅ | ✅ | |
GL Transaction * - GT | ✅ | ✅ | |
Inventory On Hand History * - IH | ✅ | ✅ | |
Inventory On Hand Today * - IO | ✅ | ✅ | ✅ |
Inventory Projection and Planning (WIP) * - IP | ✅ | ✅ | |
Inventory Transactions * - IT | ✅ | ✅ | ✅ |
Purchase Order * - PO | ✅ | ✅ | ✅ |
Sales Invoice * - SI | ✅ | ✅ | ✅ |
Sales Order * - SO | ✅ | ✅ | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
Keywords: out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs., MS Excel.